Yvonne “Yo” Benson – Home & Auto Bundle (Woodland Park, CO)
The prospect is seeking homeowners coverage for her single family residence in Woodland Park, Colorado with coverage requested to begin as soon as possible. The prior homeowners policy has expired and there is currently no active home coverage in place. She believes her previous homeowners coverage was with Allstate and confirmed her auto policy is […]
James “Jim” Cox – Home & Auto Bundle (Cotopaxi, CO)
The prospect contacted CRI seeking a new homeowners policy and confirmed the property is located in a high fire risk area, which will require a home and auto bundle. The home is a single-family primary residence that he already owns and fire mitigation efforts have been completed. The roof was replaced in 2020 with composite […]
Herman Morales – Home & Auto Insurance (Collbran, CO)
The prospect is seeking homeowners coverage for an owner-occupied primary residence in Collbran, CO with a requested effective date of 02/21/2026, reflecting urgency to bind as the prospect is currently uninsured following an American Modern non-renewal. The American Modern cancellation notice has been imported for underwriting clarity. The home was built in 2022 with all […]
Thomas Adams – Home, Auto & Landlord Portfolio – Estes Park & Lyons, CO
The prospect is currently insured with Allstate and maintains a bundled homeowners, auto and five-property landlord portfolio across Estes Park and Lyons, Colorado. The total annual premium footprint is conservatively estimated around $18,500 to $19,000, with roughly $9,000 attributed to the landlord portfolio. The prospect’s intent is to secure proper landlord liability coverage across multiple […]
John Pacheco – Homeowners & Auto (Pueblo West, CO)
The prospect reached out seeking bundled homeowners and auto insurance with the primary goals of lowering premiums and improving overall coverage. He currently has active homeowners and auto policies and has imported his existing AAA policies for review. He emphasized the importance of speaking directly with a broker to carefully go over coverage details before […]
Justin Welsh – Home & Auto (Arvada, CO)
The prospect is seeking a bundled homeowners and auto insurance quote for a newly purchased single-family home in Arvada, Colorado, with coverage requested to begin March 1. This is his first time obtaining insurance quotes for the property, which has an estimated value of approximately $1,080,000. He is looking to secure a new homeowners policy […]
Nancy Glanzer – Homeowners & Auto – Woodland Park
The prospect is seeking bundled homeowners and auto insurance primarily to reduce premium costs after becoming increasingly dissatisfied with rising rates from her current provider State Farm. She has explored alternative options after multiple carriers declined coverage due to wildfire exposure in her area. The property is located within a Firewise-recognized community with completed mitigation […]
Austen Reneau – Home & Auto (Manufactured Home) – Mosca
This home and auto inquiry came in via a web form and involves a primary residence manufactured home on a permanent foundation in the Zapata HOA neighborhood of Mosca Colorado. Positive factors include a roof and all major systems updated in 2018 FireWise community participation active fire mitigation by the homeowner owner-occupied status and a […]
Richard Kim – Home & Auto – Evergreen
This is a motivated new home purchase for a high-value single-family property in Evergreen that is currently under contract with coverage needed at closing. The prospect was directly qualified via an SMS conversation and has been responsive throughout the intake process. The home has a stone-coated steel roof installed in 2003 and completed fire mitigation […]
B.M. – Lyons
The prospect reached out because she is under contract to purchase a home in Lyons, Colorado and is seeking homeowners insurance ahead of a mid-February closing. Due to wildfire exposure and property characteristics, this is expected to require E&S homeowners placement. An existing auto policy was imported during intake, and the prospect indicated that CRI […]